Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Stachura is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason has been in the industry since 2000 and has experience with a variety of firms including Morgan Stanley, Citigroup Global Markets Inc, and UBS Financial Services Inc. Jason holds a Series 7, Series 9, Series 10, Series 65, and Series 66 license. Jason's clients include high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, insurance companies, and charitable organizations. Jason offers a variety of financial services, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
02/19/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
06/01/2009 - 11/24/2015
MORGAN STANLEY (FARMINGTON HILLS MI)
MI
10/30/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
MI
07/06/2006 - 10/23/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEARBORN MI)
NJ
08/06/2003 - 05/25/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/26/2000 - 07/24/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/3/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 3/1/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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